Go-live Checklist
Practical checklist to launch Wroups: Inbox + Engage with confidence.
Use this checklist before inviting your full team.
1) WhatsApp channel readiness
- Business number connected
- Connection status verified
- Templates approved for outbound notifications
- Saved replies added for repetitive support requests
2) Inbox operations
- Routing and assignment rules defined
- SLA expectations documented (first response and resolution targets)
- Escalation ownership clear for complex conversations
- Team knows how to use tags and notes consistently
3) Workflow automation
- Top 3 repetitive intents mapped
- Workflow triggers and conditions reviewed
- Safe fallback path to human agents configured
- Internal notifications and actions validated
4) Audience data quality
- Contact fields reflect your business process
- Core tags standardized (priority, lifecycle, issue type)
- Segments created for high-value and at-risk customers
- At least one pipeline published for your main journey (sales, support, or collections)
5) Calendar and email (if applicable)
- Google Calendar connected under Settings → Calendar
- At least one booking calendar published for your main offer
- Public booking link tested end-to-end
- Optional: reminder workflow wired for confirmations
- Optional: email credentials + template if you send reminder email
6) AI and billing (if applicable)
- OpenAI credentials saved if you plan to use AI agents
- Optional: knowledge tables linked and appointment tools allowlisted
- Plan and message usage visible under Settings → Billing
7) Measurement and review
- Baseline metrics documented before launch
- Weekly review cadence in place
- Owner assigned for optimization backlog
Success signal in week one
You should already see:
- Better team visibility on conversation ownership
- More consistent replies using templates and saved responses
- Fewer missed follow-ups due to centralized inbox operations